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iShares S&P 500 Growth ETF

2,048 hedge funds and large institutions have $45.7B invested in iShares S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 791 increasing their positions, 728 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

753% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $2.38M

11% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 102

1.18% more ownership

Funds ownership: 73.84%75.01% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 791 | Existing positions reduced: 728

1% less funds holding

Funds holding: 2,0722,048 (-24)

8% less capital invested

Capital invested by funds: $49.7B → $45.7B (-$3.91B)

10% less funds holding in top 10

Funds holding in top 10: 221198 (-23)

Holders
2,048
Holders Change
-24
Holders Change %
-1.16%
% of All Funds
25.06%
Holding in Top 10
198
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.41%
% of All Funds
2.42%
New
113
Increased
791
Reduced
728
Closed
102
Calls
$20.3M
Puts
$2.38M
Net Calls
+$17.9M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FFBTD
301
First Financial Bank - Trust Division
Ohio
$11.6M +$527K +4,380 +4%
QPWM
302
Quadrant Private Wealth Management
Pennsylvania
$11.5M +$832K +6,916 +7%
TCM
303
Traynor Capital Management
Pennsylvania
$11.4M -$822K -6,838 -6%
AIM
304
Archer Investment Management
Texas
$11.4M +$8.39M +69,738 +226%
SEIA
305
Signature Estate & Investment Advisors
California
$11.2M +$2.12M +17,646 +22%
FP
306
Financial Perspectives
Minnesota
$11.2M +$29.3K +244 +0.2%
HFW
307
Horizon Family Wealth
Illinois
$11.1M -$119K -988 -1%
MHC
308
May Hill Capital
Massachusetts
$11M +$1.68M +13,946 +17%
FAN
309
Financial Advisors Network
California
$11M -$802K -6,665 -6%
AWP
310
Avid Wealth Partners
Texas
$10.9M +$776K +6,452 +7%
GVAG
311
Great Valley Advisor Group
Delaware
$10.8M +$7.34K +61 +0.1%
NBWM
312
North Berkeley Wealth Management
California
$10.6M +$717K +5,961 +7%
AGA
313
Arch Global Advisors
New York
$10.6M +$11.2M +93,456 New
BWM
314
BKM Wealth Management
Wisconsin
$10.5M +$189K +1,572 +2%
RWA
315
Resolute Wealth Advisor
Ohio
$10.5M +$11.2M +92,942 New
HCM
316
Howard Capital Management
Georgia
$10.5M -$286K -2,378 -2%
TWM
317
TSA Wealth Management
Texas
$10.5M +$184K +1,533 +2%
AC
318
Apella Capital
Connecticut
$10.4M -$2.88M -23,909 -23%
CCM
319
Coldstream Capital Management
Washington
$10.4M +$32.8K +273 +0.3%
GWM
320
Geneos Wealth Management
Colorado
$10.3M -$292K -2,428 -3%
TPWA
321
Twin Peaks Wealth Advisors
California
$10.3M +$1.65M +13,714 +18%
PFG
322
Pacific Financial Group
Washington
$10.3M -$1.46M -12,172 -12%
LKWM
323
Lee-Kelleher Wealth Management
Maryland
$10.3M +$477K +3,965 +5%
CCFM
324
Clear Creek Financial Management
Washington
$10.3M -$2.29M -19,018 -17%
TAP
325
TSG Advice Partners
Ohio
$10.3M -$31.2M -259,677 -74%

IVW Hedge Fund Activity: Q1 2026 in Review

2,048 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2026, worth a combined $45.7B — down 7.9% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new IVW positions and 102 closed out — a net gain of 11 holders — while 791 added to existing stakes and 728 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $683M. The largest seller was Fidelity International, exiting entirely with an estimated $364M sold.

  • 2,048 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2026, down from 2,072 in Q4 2025.
  • Funds reported $45.7B of iShares S&P 500 Growth ETF stock for Q1 2026, down 7.9% quarter-over-quarter.
  • 113 funds opened new iShares S&P 500 Growth ETF positions in Q1 2026 and 102 closed out, a net change of +11 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $683M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2026 was Fidelity International, an estimated $364M sold.

Based on aggregated 13F filings for Q1 2026.